The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kevin McCarthy lays out what’s next for Nike after its fourth-quarter earnings results, and if investors are running to other discretionaries. Plus, Bitcoin on track for its lowest levels since 2024, the trillion-dollar defense industry, and telecom trading at near-two year lows.<br><br>Fast Money Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Best First Half Ever for Semis… And Nike Report Results 6/30/26

CNBC's "Fast Money"

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Live from the Nasdaq market site in the sweltering heart of New York City's Times Square, this is Fast Money. Here's what's on tap tonight. A first-half chip rip. Semi-stocks soaring but leaving software and some mega-cap names in the dust. So will this trend of tech have and have-nots continue? Or is now the time to bet on this year's laggards? We'll debate that. And Nike results are out. The sneaker giants conference call kicking off right now. Details and instant analysis straight ahead. Plus, investors keep hanging up on telecom stocks. Crypto's crush hits Bitcoin again.

The Best First Half Ever for Semis… And Nike Report Results 6/30/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Best First Half Ever for Semis… And Nike Report Results 6/30/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.